Maximize Retirement Income: Dividend Strategies & Quality of Life | The Tom Dupree Show

The Tom Dupree Show

Show Notes: The Tom Dupree Show – Financial Hour

Date: July 20, 2024

Host: Tom Dupree
Guests: Mike Johnson, Chad Sturgill

1. Music
– Discussion of The Who’s album “Who’s Next” (1971)
– Importance of Keith Moon to The Who’s sound
– Brief history of session musician Nicky Hopkins

2. Main Topics:
a) Working Past Retirement Age:
– Story of 95-year-old car salesman still working
– Importance of enjoying work regardless of age

b) Quality of Life in Retirement:
– Harvard study on happiness: relationships matter more than financial success
– Dupree Financial Group’s focus on overall life quality, not just finances

c) Investment Strategies:
– Focus on income-producing investments for retirees
– Importance of dividends in portfolio construction
– Discussion of mature businesses vs. growth companies
– Analysis of current dividend yields across market sectors

d) Dupree Financial Group’s Approach:
– Use of publicly traded stocks and bonds
– Emphasis on client fund security with large custodians
– Balancing technology of large firms with accountability of small firms

e) Market Analysis:
– Potential growth in natural gas infrastructure due to increasing electricity demand

3. Investment Philosophy:
– Process refined over time through experience
– Openness to revisiting previously owned companies

4. Closing Remarks:
– Recap of Dupree Financial Group’s 20+ years in business
– Contact information: 859-233-0400
– Website: dupreefinancial.com

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